JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47T
AUM Growth
-$11.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,916
New
Increased
Reduced
Closed

Top Sells

1 +$8.63B
2 +$3.02B
3 +$2.14B
4
SHOP icon
Shopify
SHOP
+$2.1B
5
HOOD icon
Robinhood
HOOD
+$1.82B

Sector Composition

1 Technology 23.68%
2 Healthcare 9.13%
3 Financials 9.12%
4 Consumer Discretionary 8.62%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KALV icon
4151
KalVista Pharmaceuticals
KALV
$1.43B
$404K ﹤0.01%
22,026
+2,572
TDAY
4152
USA Today Co
TDAY
$1.2B
$403K ﹤0.01%
59,305
-230,277
KROS icon
4153
Keros Therapeutics
KROS
$204M
$402K ﹤0.01%
37,680
+19,042
CPS icon
4154
Cooper-Standard Automotive
CPS
$521M
$402K ﹤0.01%
15,170
+5,648
SVXY icon
4155
ProShares Short VIX Short-Term Futures ETF
SVXY
$243M
$401K ﹤0.01%
9,174
+4,411
IRAB.U
4156
Iris Acquisition Corp II Units
IRAB.U
$398K ﹤0.01%
+40,000
NOA
4157
North American Construction
NOA
$372M
$395K ﹤0.01%
30,304
+21,199
AIOT
4158
PowerFleet Inc
AIOT
$515M
$395K ﹤0.01%
136,201
-58,695
APUE icon
4159
ActivePassive US Equity ETF
APUE
$2.48B
$393K ﹤0.01%
10,091
+7,149
QDPL icon
4160
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.6B
$392K ﹤0.01%
9,988
+3,161
ISCF icon
4161
iShares International Small Cap Equity Factor ETF
ISCF
$630M
$391K ﹤0.01%
9,625
-100
SPXS icon
4162
Direxion Daily S&P 500 Bear 3x ETF
SPXS
$393M
$390K ﹤0.01%
8,812
+6,817
GTIP icon
4163
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$268M
$390K ﹤0.01%
7,903
+3,228
POET icon
4164
POET Technologies
POET
$2.05B
$390K ﹤0.01%
+76,732
CLB icon
4165
Core Laboratories
CLB
$596M
$389K ﹤0.01%
23,192
+4
XPH icon
4166
State Street SPDR S&P Pharmaceuticals ETF
XPH
$345M
$388K ﹤0.01%
7,563
-50
OFLX icon
4167
Omega Flex
OFLX
$304M
$385K ﹤0.01%
12,529
-3,069
SDHC icon
4168
Smith Douglas Homes
SDHC
$106M
$384K ﹤0.01%
+31,559
NUHY icon
4169
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$107M
$384K ﹤0.01%
18,294
-136,874
WSBF icon
4170
Waterstone Financial
WSBF
$339M
$383K ﹤0.01%
21,058
-20,532
GAB icon
4171
Gabelli Equity Trust
GAB
$1.72B
$383K ﹤0.01%
69,800
+52,899
IRWD icon
4172
Ironwood Pharmaceuticals
IRWD
$545M
$382K ﹤0.01%
118,191
-96,416
CRNT icon
4173
Ceragon Networks
CRNT
$260M
$381K ﹤0.01%
189,695
+1,398
SLI
4174
Standard Lithium
SLI
$846M
$380K ﹤0.01%
117,501
+92,517
URNM icon
4175
Sprott Uranium Miners ETF
URNM
$1.99B
$379K ﹤0.01%
6,492
+1,818